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Combined View of Notes/History

Copper Contributor
Posts: 6
Country: Australia

Combined View of Notes/History

As far as I am aware this is not possible currently?

But it would be great if you could select and option in ACT 2012 to view the notes and history tabs combined.

I am happy for them to be separate and keep them separate for adding additional information.

But just if you could view them combined with the detail from each merged together in date order, even if it was a report say a contact report that showed not just notes then underneath histroy, but merged the 2 for viewing purposes to that you can see a complete timeline, similar to how it used to be in the old old ACT, say ACT5.

 

Is this something that is possible?

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Combined View of Notes/History

Funny enough, it was the single most requested feature of the old ACT! versions to separate these

You could create a Custom Activity type and call it Note ... then add a Note History when you want to see them in the timeline
Copper Contributor
Posts: 6
Country: Australia

Re: Combined View of Notes/History

Sorry I'm not sure I follow this?

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Combined View of Notes/History

When you create a Custom Activity (Schedule | Manage | Activity Types) ... you can use the to create History
Astute Commentator
Posts: 11
Country: United States

Re: Combined View of Notes/History

I have a better idea, develop an eMail tab and they all gor there1